Daily Chemical Reactions

Do That To Me One More Time – China PVC Spot Prices Hit Another High; UK Carbon Trade To Start
May 14, 2021
Commodities Mentioned:
Plastics (PVC, PP, PE, PS, PET, etc.), Propylene, Ethylene, MEG, PET, Bitumen, Lithium, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Westlake, Shintech, Formosa Plastics, Occidental, BASF, Cornerstone, Orica, Sinopec, Clariant, MEGlobal, PPG, Livent, BP, Mattel, Tata Steel, PepsiCo, Technip, Tesla, Tru-Form Plastics, DoorDash, Fisker, FoxConn, Battle Motors, Soleno, Disney, Airbnb, IRG, Coca-Cola

Daily Chemical Reaction

Do That To Me One More Time – China PVC Spot Prices Hit Another High; UK Carbon Trade To Start

Key Points:

  • Building material values have gained strength during the past few weeks. We discuss another multi-year high price reached in China spot PVC and offer thoughts on trends, including from India, before our Sunday thematic.
  • We flag pertinent chemical sector corporate items (e.g., BASF, PPG, Orica, & Clariant business news; several Capex items & price hike announcements)  
  • UK to begin carbon trading next week., and more ESG sector news flow.
  • We flag multiple macro-economic factors worthy of note, ranging from indications of upticks in travel demand and slowing at-home consumption.   

See PDF below for all charts, tables and diagrams

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